May 30, 2024

QBO New Features May 2024

47 minutes

In this episode of the Unofficial QuickBooks Accountants Podcast, Hector and Alicia break down the major updates to QuickBooks Online announced in Intuit's May 2024 "In the Know" webinar and "Firm of the Future" article. They discuss new features such as special pricing for switching from QuickBooks Desktop Payroll to QBO Payroll, integrations with inventory and agriculture software, using items in bank feed transactions, and bulk editing of categorized transactions. Hector and Alicia also talk about Intuit's new weekly "In the Know" content hub and additional updates like customer invoice reminders, invoicing via text, and journal entry batch imports.

Sponsors
Client Hub- https://uqb.promo/clienthub
Blue Onion - https://uqb.promo/blueonion

(00:00) - Welcome to The Unofficial QuickBooks Accountants Podcast

(03:37) - QuickBooks Desktop Payroll Phase-Out Details

(07:49) - New Integrations and Partnerships

(11:31) - Recertification Season for ProAdvisors

(13:56) - QuickBooks Live Strategy and Expert Assist

(17:05) - QuickBooks Bill Pay

(25:24) - Granular Permissions for QuickBooks Online Accountants

(28:50) - Introduction to Intuit's Acronyms

(29:04) - New Features in QuickBooks Bank Feeds

(30:26) - Splitting Transactions and Sales Receipts

(33:29) - Bulk Reclassification and Categorization

(36:17) - In The Know Hub and QuickBooks Updates

(39:03) - Customer Reminders and Text Message Invoicing

(40:55) - Controversial QuickBooks Checking Fees

(44:11) - Upcoming Time Tracking Features

(44:42) - What's New With Hector and Alicia and Thanks for Listening

Send your Questions/Comments (we could read/answer them on air) [email protected]

Links/Apps Mentioned in this episode:

Alicia's article on QuickBooks Expert Assisted Bookkeeping - https://royalwise.com/alicias-thoughts-about-qb-expert-assisted-bookkeeping/
Hector's App - RightTool www.righttool.app
Alicia's Training - RoyalWise http://royl.ws/uqapodcast
Alicia’s QBO Products, Services, and Inventory Course - http://royl.ws/qbo-Inventory
QuickBooks Connect Conference www.quickbooksconnect.com
QuickBooks Tricky Situations: http://royl.ws/QBOtricks
Next-Level Accounting: http://royl.ws/NextLevelAccounting

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By Alicia Katz Pollock, MAT

4.8

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